Your All-Encompassing Business Owners Financial Advisor
Investments
Individual Insurance
Group Benefit Plans
Individual and customized investment management. Whether you want to set up an RESP or transfer over your pension plan, we will help you understand and grow your investments.
We also offer a number of options for Group Retirement Plans. Employers can set up an RSP or TFSA matching program to provide loyalty rewards to valued employees.
Group Benefit Plans
Individual Insurance
Group Benefit Plans
Group benefits plans are an excellent tool for employers to acquire and retain high quality employees. We know that not everyone needs a traditional fully insured plan. If your business needs anything from basic health and dental to comprehensive insurance plans with health care spending accounts we can find you the right insurer for the best price.
Individual Insurance
Individual Insurance
Individual Insurance
Life insurance is sometimes referred to as your final love letter to your spouse. We will help you make that a great one. Being a full service brokerage allows us to price out life, critical illness and disability insurance to nearly a dozen insurance companies
We specialize in insuring key business partners to fund buy/sell agreements on both life and critical illness policies.
